WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 5, 2022

REAL ESTATE

Are Investors Ready to Shop for REIT Bargains?

Some investors and analysts believe that the publicly-traded REIT sector could outperform the broader stock market in the near term.

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ESTATE PLANNING

IRS Issues Proposed Estate Administration Regulations

They provide guidance on a number of issues involving expenses and claims.

FULL ARTICLE

WMIQ RESEARCH

Now Available: Q2 RIA Edge Study Results

According to the latest WMIQ research, in the wake of significant market declines financial advisors are turning to organic sources of growth to drive client acquisition.

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THE STEPHEN AND KEVIN SHOW

Takeaways From Recent Travel

Thoughts and findings on travel nowadays.

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RETIREMENT PLANNING

Survival Tips for Retiring When Stocks Sink and Inflation Is High

It’s crucial to recalibrate retirement spending plans to ensure your nest egg lasts.

FULL ARTICLE